Question 1

I already work with a 3PL or have an ERP. Why would I need this?

Accepted Answer

A 3PL handles fulfillment, and an ERP gives you a system of record. But neither actually manages your operations day to day. Someone still needs to coordinate vendors, track inbound freight, ensure timelines are hit, update systems, and keep things moving across teams. That's what Optly managers do. They handle the execution behind the scenes so your ops don't fall through the cracks.

Question 2

Do I get the same person consistently?

Accepted Answer

Yes. You'll be matched with a dedicated U.S.-based operations manager who works closely with your team. They operate within your workflows and aren't swapped week to week.

Question 3

What tools do you work with?

Accepted Answer

You tell us what systems you use, and we'll do our best to match you with someone familiar. Our managers have experience with ERP systems and tools like Airtable, Notion, Asana, Slack, Google Drive, Shopify, and others.

Question 4

What time zones do you support?

Accepted Answer

All of our managers are U.S.-based and work in North American time zones. During onboarding, we match availability to your team's working hours.

Question 5

Can this scale as my brand grows?

Accepted Answer

Yes. Whether you need 15 hours a week now or 30 later, our model is designed to scale with your business without the cost of full-time hires.

Question 6

How fast can we start?

Accepted Answer

Most clients are matched with a manager and onboarding within 5 to 10 business days. If you have urgent needs, let's talk as we can sometimes move faster.

Question 7

Is this cost-effective compared to hiring in-house?

Accepted Answer

Yes and that's the point. You get experienced operations support at a fraction of the cost of a full-time hire. No overhead, no benefits, no long ramp-up. Just what you need, when you need it.

Question 8

Is my information secure?

Accepted Answer

Yes. All client systems, documents, and workflows are treated with strict confidentiality. NDAs and secure onboarding processes are standard.

Question 9

What should I expect from onboarding?

Accepted Answer

Once you sign, we kick off with an intake to confirm your tools, workflow priorities, and working style. Then we match you with the right operations manager and facilitate the setup process. In the first 30 days, most clients focus on alignment, knowledge transfer, and early wins. You'll have clear visibility into expectations and progress.

Question 10

What exactly does Optly provide?

Accepted Answer

Optly matches its clients with operations support tailored to CPG and product-based businesses. You get an industry-trained, U.S.-based manager plus access to resources that help them work effectively from day one. We handle sourcing and vetting, so you're not stuck managing a freelancer or rolling the dice on a generalist. It's operational execution without the full-time overhead.

The Modern
Operating Partner

OPTLYCPG

OPTLYHealth

The ModernOperating Partner

OPTLYCPG

OPTLYHealth

The Modern
Operating Partner